Senior Client Success Manager

• Jun 2021 - Present

Principal Founder

• Apr 2020 - Present

Market Segment Leader

• Oct 2018 - Oct 2019

• Researched, developed, and created business cases for new products and services that would be beneficial for the organization to invest in developing in order to remain competitive• Collaborated with executive leadership team by providing advisory services that aided in the decision-making process for product development of the organization based on cost benefit analysis • Obtained ongoing market data to ensure the organization could make informed decisions to position themselves appropriately in terms of Sales and Marketing efforts.• Maintained partnerships with current and former clients to have consistent feedback on the competitive landscape in order to add this perspective to our strategic planningKey Accomplishments:• Personally identified by company co-founder to fill this vacancy and specialize in the staffing vertical • Created the organizations first competitive pricing database and matrix • Provided analysis to the Board of Directors recommending an organizational shift in focus that could yield $100 million in revenue increase • Created the organizations first win/loss analysis program to provide Sales with data to aid in more strategic prospect engagement• Proposed several major future initiatives to provide Asurint with a considerable competitive and cost saving advantages• Served as a Head of committee to improve Asurints large scale internal communication processes Show less

Strategic Account Manager / Team Lead

• Feb 2017 - Oct 2018

• Managed a seasoned team of Strategic Account Managers by providing routine performance evaluations and ongoing professional training and development.• Prepared monthly and annual sales budgets for review by executive leadership• Managed a $25 million book of business for several large-scale corporations including (but not limited to): Equifax, American Red Cross, Albertsons, Honda Manufacturing, Adecco Staffing, and Swift Trucking• Worked with team members on their quarterly business reviews for their individual books of business• Led pricing negotiation discussions that resulted in a new contract that was mutually beneficial to Asurint and the client• Collaborated with internal departmental leadership to improve efficiency and success of client experience processes• Led the implementation of integration procedure that will ultimately lead to increased market share with the clientKey Accomplishments:• Became the first Strategic Account Team Lead in company history• Collaborated with company co-founder to initiate Asurint’s first executive quarterly Strategic update meetings• Through strategic efforts, managed to retain 100% of the book of business in 2017• Increased team revenue in 2017 by 45%• Simultaneously managed the role of Strategic Account Manager and Market Segment Leader for 8 months in 2018 Show less

Strategic Account Manager

• May 2014 - Feb 2017

• Managed a book of business that included two of the companies top five clients totaling $12 million • Led and managed a major process change the compliance process within Albertsons Companies when they purchased Safeway Inc. Most notably, ensured that all pre-determined deadlines for thousands of locations were still met during transition period.• Streamlined the outlined duties of Account Managers by delegating their more tactical responsibilities to other departments and allowing them to focus their time and efforts on more vital functionsKey Accomplishments:• First Asurint employee trusted to prepare and present a Quarterly Business Report (QBR) to a client• Recognized as the only Strategic Account Manager in Asurint history to be recognized as Employee of the Month• Served as key contributor within the committee that prepared, presented, and implemented an unlimited time-off policy for Asurint employees• Proposed and led a committee to create Asurint’s first mentorship program Show less

Account Executive

• Feb 2011 - May 2014

• Met and exceeded client expectations and goals by managing the daily operations of the account and infrastructure including (but not limited to) : I.T., telephony, marketing, training, and call center operations• Implemented innovative marketing solutions to increase profitability and sales growth for InfoCision• Prepared and presented monthly and quarterly sales projections and sales reports for InfoCision Management • Improved client’s return on investment by managing multiple business verticals to attain client goals• Managed a multimillion dollar book of business including several fortune 500 companies such as: Time Warner Cable, Time Warner Cable Business Class, Dell, Capital One, Guthy Renker, and Beachbody• Prepared and presented quarterly business reviews with the client and InfoCision Management• Negotiated and developed pricing models within current book of business and new business developmentKey Accomplishments:• Profitably improved sales growth from 2011 to 2012 by 54%• Recognized with the Team Performance Index Award in 2012 Show less

Senior Account Representative

• Jul 2009 - Feb 2011

• Achieved client sales and revenue goals in the B2B space through search engine optimization, telemarketing, and pipeline sales management• Wrote quarterly business reviews for management to present to clients analyzing results vs. goals, trends, and action plans • Managed ongoing contact between client and InfoCision including monthly invoicing. Ensured client ongoing satisfaction with InfoCision services to promote long-term customer commitment• Coordinated and managed ongoing efforts between internal departments and department heads to implement client initiatives• Created, developed, and managed monthly financial reports for leadership within the client organization• Set up and designed internal CRM tool that is utilized for program management and documenting communicationKey Accomplishments:• Led the launch of what is now one of the company’s largest clients• Recognized as Employee of the Month for January 2010 Show less

Account Representative

• Jul 2007 - Jul 2009

• Managed all aspects of day-to-day program operations • Developed aggressive KPI's to measure operational results and improve client expectations. Analyzed current standings often to adjust efforts and ensure goals and expectations were consistently met.• Coordinated efforts between internal departments and department heads to implement client initiatives• Wrote monthly management reports for leadership within the client organization• Tested and presented marketing and efficiency initiatives to improve client return on investmentKey Accomplishment:• Recognized with the Team Performance Index Award in 2007 Show less

Account Executive, Consumer Lending

• Jun 2003 - Jul 2007

Sales manager

• Feb 1998 - Nov 2002